Civic Intelligence

Rg Rotary Foundation

990EZ • Fiscal year 2022 • EIN 83-2911657

Sep 01, 2021 to Aug 31, 2022 • Filed on Sep 26, 2022

PO Box 176Grants Pass, OR 97528

(650) 450-0630

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

123%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$40,851

Up $5,852 (+17%) from 2021

Net Assets

Up

$40,851

Up $5,852 (+17%) from 2021

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$56,722

Up $31,338 (+123%) from 2021

Expenses

Up

$50,870

Up $41,314 (+432%) from 2021

Net Income

Down

$5,852

Down $9,976 (-63%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2019: $75,759Net Assets 2019: $75,7592019Assets 2020: $19,171Net Assets 2020: $19,1712020Assets 2021: $34,999Net Assets 2021: $34,9992021Assets 2022: $40,851Liabilities 2022: $0Net Assets 2022: $40,8512022Assets 2023: $61,018Net Assets 2023: $61,0182023Assets 2024: $60,589Net Assets 2024: $60,5892024Assets 2025: $54,975Net Assets 2025: $54,9752025

Highlighted filing

2022

Assets$40,851
Liabilities$0
Net Assets$40,851

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2019: $92,977Expenses 2019: $17,218Net Income 2019: $75,7592019Revenue 2020: $22,827Expenses 2020: $79,415Net Income 2020: -$56,5882020Revenue 2021: $25,384Expenses 2021: $9,556Net Income 2021: $15,8282021Revenue 2022: $56,722Expenses 2022: $50,870Net Income 2022: $5,8522022Revenue 2023: $56,978Expenses 2023: $36,811Net Income 2023: $20,1672023Revenue 2024: $65,565Expenses 2024: $66,094Net Income 2024: -$5292024Revenue 2025: $51,368Expenses 2025: $56,982Net Income 2025: -$5,6142025

Highlighted filing

2022

Revenue$56,722
Expenses$50,870
Net Income$5,852
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Sep 26, 2022
Return Version
2021v4.0
Gross Receipts
$57,847
Mission and Program Overview

Mission

RG Rotary Foundation is the charitable arm of the Rogue Gateway Rotary Club with the purpose of funding grants and other activities for charitable and educational services primarily in Josephine County, Oregon.

Program Services

DescriptionGrantsExpenses
Provided grants to community organizations fund youth projects including Rogue Gateway Rotary's backpack program, 4-Way Speech Contest, Student Exchange, Shoes That Fit, Foundry Village and Shelter Box.$46,751$46,751
Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Doug WalkerPresident-$0--
Gina Marie AgostaVice President-$0--
Bela ToledoTreasurer-$0--
Janice JonesSecretaryPT$0--
Dawn WelchDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$6,060$6,060-$6,060
Porchfest Community Event$22,230$560$55$505
Total Events$28,290$6,620$1,125$5,495
Filing and Contact Details

Filer

Filer Name
RG Rotary Foundation
EIN
83-2911657
Address
PO Box 176, Grants Pass, OR 97528

Signing Officer

Name
Bela Toledo
Title
Treasurer
Signed
2022-09-26
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Donee's Name: Rogue Gateway Rotary/Shelter Box | Donee's Address: PO Box 14 Grants Pass Or 97528 | Cash Amount Given: $10641

Grants and Similar Amounts Paid In Excess of $5,000.4

| Donee's Name: CASA of Josephine County | Donee's Address: 304 NW D Street Grants PAss OR 97526 | Cash Amount Given: $8700

Grants and Similar Amounts Paid In Excess of $5,000.5

| Donee's Name: Family Solutions | Donee's Address: 402 NW F Street Grants Pass OR 97526 | Cash Amount Given: $8700

Grants and Similar Amounts Paid In Excess of $5,000.9

| Donee's Name: Project Youth+ | Donee's Address: PO Box 1407 Grants Pass OR 97528 | Cash Amount Given: $10100

Other Expenses.1001

Advertising and Promotion $1231

Other Expenses.1

Unused Grant Funds Returned $2105

Other Expenses.2

Supplies $226

Other Assets.1005

Accounts Receivable - Beginning $2500 Accounts Receivable - Ending $0

Raw XML Appendix194 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Janice Jones
IRS990EZ/BooksInCareOfDetail/PhoneNum06504500630
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 176
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Grants Pass
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097527
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032499
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040851
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051223
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05852
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0180
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034999
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040851
IRS990EZ/FundraisingGrossIncomeAmt06620
IRS990EZ/GrantsAndSimilarAmountsPaidAmt046751
IRS990EZ/GrossReceiptsAmt057847
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034999
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040851
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040851
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Doug Walker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gina Marie Agosta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Bela Toledo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Janice Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dawn Welch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02500
IRS990EZ/OtherExpensesTotalAmt03562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RG Rotary Foundation is the charitable arm of the Rogue Gateway Rotary Club with the purpose of funding grants and other activities for charitable and educational services primarily in Josephine County, Oregon.
IRS990EZ/PrintingPublicationsPostageAmt0377
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided grants to community organizations fund youth projects including Rogue Gateway Rotary's backpack program, 4-Way Speech Contest, Student Exchange, Shoes That Fit, Foundry Village and Shelter Box.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Facilitated a Rotary Foundation International grant to fund a graduate level student from Afghanistan seeking a career in water sanitation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt046751
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046751
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01125
IRS990EZ/SpecialEventsNetIncomeLossAmt05495
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050870
IRS990EZ/TotalProgramServiceExpensesAmt046751
IRS990EZ/TotalRevenueAmt056722
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt051223
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt070315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0169729
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06620
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt021433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt028053
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0197782
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt057843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025382
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt022809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt091748
IRS990ScheduleA/Total509Grp/TotalAmt0197782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt057847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt022827
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt091753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197811
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt021670
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt021670
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01125
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Porchfest Community Event
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022230
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028290
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt06620
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05495
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt055
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt055
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01070
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Rogue Gateway Rotary/Shelter Box | Donee's Address: PO Box 14 Grants Pass Or 97528 | Cash Amount Given: $10641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: CASA of Josephine County | Donee's Address: 304 NW D Street Grants PAss OR 97526 | Cash Amount Given: $8700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Family Solutions | Donee's Address: 402 NW F Street Grants Pass OR 97526 | Cash Amount Given: $8700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: Project Youth+ | Donee's Address: PO Box 1407 Grants Pass OR 97528 | Cash Amount Given: $10100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $1231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Unused Grant Funds Returned $2105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $226
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $2500 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Bela Toledo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RG Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RGRO
ReturnHeader/Filer/EIN0832911657
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 176
ReturnHeader/Filer/USAddress/CityNm0Grants Pass
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097528
ReturnHeader/ReturnTs02022-09-26T14:54:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bela
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Toledo
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits